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Truist Financial

1,541 hedge funds and large institutions have $39.5B invested in Truist Financial in 2025 Q1 according to their latest regulatory filings, with 118 funds opening new positions, 624 increasing their positions, 590 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

1% less funds holding

Funds holding: 1,5551,541 (-14)

7% less capital invested

Capital invested by funds: $42.4B → $39.5B (-$2.88B)

24% less funds holding in top 10

Funds holding in top 10: 1713 (-4)

Holders
1,541
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$605M
Puts
$379M
Net Calls
Net Calls Change

Top Buyers

1 +$578M
2 +$247M
3 +$135M
4
Invesco
Invesco
Georgia
+$131M
5
Barclays
Barclays
United Kingdom
+$107M
Name Holding Trade Value Shares
Change
Change in
Stake
ZBNA
301
Zions Bancorporation, National Association
Utah
$6.82M
AAS
302
Avantax Advisory Services
Texas
$6.79M
VIM
303
Vinva Investment Management
Australia
$6.72M
Caisse de Depot et Placement du Quebec (CDPQ)
304
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$6.71M
Pathstone Holdings
305
Pathstone Holdings
New Jersey
$6.7M
NAM
306
Nissay Asset Management
Japan
$6.66M
OPTFSNA
307
Old Point Trust & Financial Services N A
Virginia
$6.65M
AOWM
308
Alpha Omega Wealth Management
Virginia
$6.63M
LA
309
LBP AM
France
$6.59M
CA
310
Continental Advisors
Utah
$6.57M
CWM
311
CIBC World Markets
New York
$6.55M
AF
312
Alerus Financial
North Dakota
$6.55M
SSA
313
Schonfeld Strategic Advisors
New York
$6.55M
RIP
314
Reliant Investment Partners
North Carolina
$6.51M
QCM
315
Quantinno Capital Management
New York
$6.5M
DSA
316
Davis Selected Advisers
Arizona
$6.44M
ASN
317
Advisory Services Network
Georgia
$6.38M
KWM
318
Kingsview Wealth Management
Oregon
$6.36M
SOADOR
319
State of Alaska Department of Revenue
Alaska
$6.34M
Mirae Asset Global Investments
320
Mirae Asset Global Investments
South Korea
$6.32M
MOACM
321
Mutual of America Capital Management
New York
$6.3M
Mackenzie Financial
322
Mackenzie Financial
Ontario, Canada
$6.29M
LW
323
Linscomb Wealth
Texas
$6.29M
Thrivent Financial for Lutherans
324
Thrivent Financial for Lutherans
Minnesota
$6.28M
MA
325
Montag & Associates
Georgia
$6.23M